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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $837,829 | $181,896+360.6% | $156,551+435.2% | $273,972+205.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.69% | 30.74%-21.1pp | 32.23%-22.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $24,290 | $6,248+288.8% | $5,501+341.5% | $4,869+398.9% |
| Participant deferral / active EE | $15,371 | $5,550+177.0% | $4,871+215.6% | $5,287+190.7% |
| Admin fee / account holder | $3,177 | $15,560-79.6% | $13,028-75.6% | $10,133-68.6% |